Investors today face unprecedented challenges: elevated equity market valuations, high volatility, and the need for strategies that balance risk and reward dynamically.
Meta Investment is proud to bring to discerning investors the New Fund Offer (NFO) of the Diviniti Equity Long Short Fund, a cutting-edge solution designed to navigate complex market conditions with precision and prudence.
Launched under the Specialized Investment Fund (SIF) platform by ITI Mutual Fund, Diviniti Equity Long Short Fund offers an innovative approach to wealth creation by combining the growth potential of equities with sophisticated risk management through long-short investment strategies. As a select distributor qualified to offer this exclusive product, Meta Investment invites you to explore this opportunity tailored specifically for high-net-worth individuals (HNIs) and Non-Resident Indians (NRIs) in the USA, Canada, and globally.
What Is the Diviniti Equity Long Short Fund?
The Diviniti Equity Long Short Fund is an open-ended equity strategy that invests primarily in listed Indian equities and equity-related instruments, with the flexibility to take limited short positions via derivatives. This dual ability to take long and short stances allows the fund to benefit from equity market gains while managing downside risk during market downturns.
Unlike traditional equity funds that only participate in upward markets, the Diviniti Long Short strategy is designed for an asymmetric return profile. This means it aims to capture substantial upside during bull phases while limiting losses during declines—ultimately striving for smoother, steadier returns over the long term.
Powered by ITI Mutual Fund’s Strong Foundation, the Diviniti SIF platform bridges the regulatory rigor and tax efficiency of mutual funds with the strategic flexibility of Alternative Investment Funds (AIF) and Portfolio Management Services (PMS). This combination provides both innovation and investor protection.
Why This Fund Is Ideal for HNIs and NRIs
For Indian HNIs and NRIs in key markets like the USA and Canada, managing portfolio risk and optimizing returns are paramount. This fund addresses their needs in several critical ways:
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Dynamic Risk Management: The fund uses selective short exposure to hedge or rebalance based on market conditions, thus aiming to reduce volatility and limit downside risk.
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Tax Efficiency: Structured as a SIF under SEBI’s mutual fund framework, it offers tax advantages often absent in other alternative investment vehicles.
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Diversified Portfolio: Investments span large, mid, and small-cap stocks, derivatives, money market instruments, REITs, and InvITs, enabling broad market exposure with tactical flexibility.
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Regulated and Transparent: As a mutual fund product, it is governed by SEBI regulations, offering transparency and investor protection.
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Expert Management: Led by experienced professionals with decades of equity and alternative investment expertise, the fund benefits from deep research-driven stock selection and disciplined portfolio management.
A Closer Look at the Investment Strategy and Portfolio Construction
The fund’s strategy combines a strategic core and a tactical overlay:
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Strategic Core: Primarily long positions in high-quality companies selected for secular growth, governance quality, and sustainable earnings. The core holds about 55% of assets under management (AUM).
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Tactical Overlay: Dynamic long and short exposures through derivatives, ranging from 10% to 35% (long) and 10% to 25% (short) of AUM, managed actively to capitalize on market cycles and sector trends.
Indicative asset allocation typically ranges as follows:
- 80-100% in equity and equity-related instruments
- 0-20% in debt and money market instruments for liquidity and tactical positioning
- Up to 25% in derivatives (both long and short exposure combined) to hedge or tactically adjust market risk
- Exposure to REITs and InvITs is permitted up to 20%, enhancing portfolio diversification
This strategic flexibility allows the fund to adapt across market cycles—bullish, bearish, or neutral—ranging the net equity exposure from as low as -25% (short net) to as high as 90-95% (long net).
Backtested simulations of the Long Short strategy reveal an asymmetric return profile that aims to capture more upside than downside, potentially generating better risk-adjusted returns than traditional equity benchmarks like the Nifty 50 TRI. The fund’s Sharpe ratio—a measure of return relative to risk—is more than twice that of the Nifty 50 in these models, emphasizing efficient risk management and smoother volatility.
The fund emphasizes avoiding large losses—a principle famously emphasized by Warren Buffett. Protecting capital during downturns is viewed as essential for long-term compounding of wealth. Meta Investment believes this disciplined approach to risk management is particularly valuable for HNI and NRI investors looking to safeguard their portfolios amid global and domestic uncertainties.
Meet the Experienced Leadership Team
The Diviniti Equity Long Short Fund is helmed by industry experts with decades of collective experience:
- Mr. Jatinder Pal Singh, CEO, a seasoned leader with 25+ years in financial services and distribution
- Mr. Rajesh Bhatia, CIO, with over 30 years in equities and alternative investments, recognized for managing top-performing long-short funds
- Mr. Laukik Bagwe, CIO for Diviniti SIF, bringing deep expertise in fixed-income and portfolio management
- Mr. Vasav Sahgal, Fund Manager, an equity research and portfolio specialist with a strong track record
Their combined insight ensures a well-researched, disciplined, and professionally managed portfolio aimed at delivering consistent results.
Key Fund Details at a Glance
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NFO Period: November 10, 2025, to November 24, 2025
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Minimum Investment: Rs. 10 lakh (aligning with HNI eligibility)
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Investment Plans: Regular and Direct Plans available
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Benchmark: Nifty 50 TRI Index
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Subscription and Redemption: Daily NAV, allotment within 5 working days, exit load applies for redemptions within 6 months on certain amounts
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SIP Facility: Available with flexible frequencies and amounts starting at Rs. 5,000
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Custodian: Deutsche Bank AG
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Registrar: KFin Technologies Limited
Meta Investment is privileged to be among the select few distributors empowered to offer the Diviniti Equity Long Short Fund. Choosing Meta Investment means:
- Access to exclusive NFO allocations not available through typical channels
- Expert guidance tailored to your unique financial goals and risk profile
- Seamless execution and post-investment support with personalized portfolio reviews
- Trusted partner status backed by deep expertise in mutual funds, alternative investments, and cross-border investments for NRIs
For Indian HNI and NRI investors, partnering with Meta Investment ensures that you maximize the value of this innovative equity long-short strategy while leveraging our expertise to navigate tax and regulatory nuances optimally.
Who Should Consider This Fund?
This fund is designed for investors who:
- Seek long-term capital appreciation with an appetite for equity exposure combined with risk control
- Are qualified investors looking for specialized investment solutions beyond traditional mutual funds
- Want a tax-efficient, SEBI-regulated product with professional management
- Desire a portfolio with flexibility to adjust to market cycles dynamically
- Require a single investment vehicle that blends growth, risk management, and diversification
The Diviniti Equity Long Short Fund NFO is open for subscription from November 10 to 24, 2025. Given its tailored fit for HNIs and NRIs and the exclusive distribution window, prompt action is essential.
Meta Investment stands ready to assist with your subscription, guidance, and portfolio integration. Reach out to us to learn more about the fund, understand its fit within your broader investment framework, and execute your subscription smoothly with expert guidance.
For personalized advice and to secure your allocation in this pioneering fund:
Invest with confidence and control. Experience the power of the Diviniti Equity Long Short Fund through Meta Investment—your trusted partner for sophisticated investment solutions.
